Stonebridge Financial Group »

Utilities SPDR shares owned by Stonebridge Financial Group

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Stonebridge Financial Group from 13F filings

Historical chart of Stonebridge Financial Group investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Stonebridge Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Utilities SPDR by Stonebridge Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $27M 581k 45.89
2025-03-31 $26M 325k 78.85
2024-12-31 $1.6M 21k 75.69

More positions owned by Stonebridge Financial Group

Ishares Tr Core Div Grwth (DGRO)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
Apple (AAPL)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr State Street Uti (XLU)
Wisdomtree Tr Floatng Rat Trea (USFR)
Select Sector Spdr Tr State Street Com (XLC)
Select Sector Spdr Tr State Street Rea (XLRE)
Select Sector Spdr Tr State Street Ene (XLE)
Spdr Series Trust State Street Spd (SPYG)

View all positions for Stonebridge Financial Group

Top funds holding Utilities SPDR

UBS Group
LPL Financial
Wells Fargo & Company
Barclays
Tudor Investment Corporation
Millennium Management
Jane Street
Susquehanna International
Citadel Advisors
Migdal Insurance & Financial Holdings
Balyasny Asset Management
Raymond James Financial
Ameriprise Financial
Envestnet Asset Management
Goldman Sachs Group

View all funds holding Utilities SPDR